See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,661 | $65,703-21.4% | $94,224-45.2% | $59,632-13.4% |
| Participation rate | 84.6% | 72.1%+12.5pp | 78.8%+5.8pp | 68.7%+15.9pp |
| Annual return | -3.71% | 5.22%-8.9pp | 10.68%-14.4pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $2,291 | $2,021+13.4% | $3,587-36.1% | $2,203+4.0% |
| Participant deferral / active EE | $6,054 | $3,143+92.6% | $4,320+40.1% | $3,192+89.7% |
| Admin fee / account holder | $880 | $4,264-79.4% | $6,269-86.0% | $4,297-79.5% |